HUSEMAN & ASSOCIATES, L.L.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN
401k plan membership statisitcs for HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2022: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6 |
Total of all active and inactive participants | 2022-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 12 |
Number of participants with account balances | 2022-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
Total of all active and inactive participants | 2021-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 11 |
Number of participants with account balances | 2021-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
Total of all active and inactive participants | 2020-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 12 |
Number of participants with account balances | 2020-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
Total of all active and inactive participants | 2019-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 12 |
Number of participants with account balances | 2019-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 11 |
Number of participants with account balances | 2018-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 11 |
Number of participants with account balances | 2017-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 12 |
Number of participants with account balances | 2016-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 11 |
Number of participants with account balances | 2015-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 11 |
Number of participants with account balances | 2014-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 11 |
Number of participants with account balances | 2013-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
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2022 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-179,710 |
Expenses. Total of all expenses incurred | 2022-12-31 | $13,237 |
Total plan assets at end of year | 2022-12-31 | $1,703,166 |
Total plan assets at beginning of year | 2022-12-31 | $1,896,113 |
Value of fidelity bond covering the plan | 2022-12-31 | $189,613 |
Total contributions received or receivable from participants | 2022-12-31 | $45,802 |
Other income received | 2022-12-31 | $-255,277 |
Net income (gross income less expenses) | 2022-12-31 | $-192,947 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,703,166 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,896,113 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $84,759 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $29,765 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $13,237 |
2021 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $359,990 |
Expenses. Total of all expenses incurred | 2021-12-31 | $48,087 |
Benefits paid (including direct rollovers) | 2021-12-31 | $37,670 |
Total plan assets at end of year | 2021-12-31 | $1,896,113 |
Total plan assets at beginning of year | 2021-12-31 | $1,584,210 |
Value of fidelity bond covering the plan | 2021-12-31 | $130,000 |
Total contributions received or receivable from participants | 2021-12-31 | $83,460 |
Other income received | 2021-12-31 | $250,746 |
Net income (gross income less expenses) | 2021-12-31 | $311,903 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,896,113 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,584,210 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $84,759 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $25,784 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $10,417 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $292,606 |
Expenses. Total of all expenses incurred | 2020-12-31 | $4,326 |
Benefits paid (including direct rollovers) | 2020-12-31 | $4,091 |
Total plan assets at end of year | 2020-12-31 | $1,584,210 |
Total plan assets at beginning of year | 2020-12-31 | $1,295,930 |
Value of fidelity bond covering the plan | 2020-12-31 | $130,000 |
Total contributions received or receivable from participants | 2020-12-31 | $50,176 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $219,845 |
Net income (gross income less expenses) | 2020-12-31 | $288,280 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,584,210 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,295,930 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $32,728 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $22,585 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $235 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $284,800 |
Expenses. Total of all expenses incurred | 2019-12-31 | $29,515 |
Benefits paid (including direct rollovers) | 2019-12-31 | $29,372 |
Total plan assets at end of year | 2019-12-31 | $1,295,930 |
Total plan assets at beginning of year | 2019-12-31 | $1,040,645 |
Value of fidelity bond covering the plan | 2019-12-31 | $130,000 |
Total contributions received or receivable from participants | 2019-12-31 | $44,901 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $143 |
Other income received | 2019-12-31 | $217,316 |
Net income (gross income less expenses) | 2019-12-31 | $255,285 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,295,930 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,040,645 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $50,000 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $22,583 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2018 401k financial data |
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Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $24,333 |
Expenses. Total of all expenses incurred | 2018-12-31 | $26,220 |
Benefits paid (including direct rollovers) | 2018-12-31 | $26,220 |
Total plan assets at end of year | 2018-12-31 | $1,040,645 |
Total plan assets at beginning of year | 2018-12-31 | $1,042,532 |
Value of fidelity bond covering the plan | 2018-12-31 | $40,000 |
Total contributions received or receivable from participants | 2018-12-31 | $54,023 |
Other income received | 2018-12-31 | $-54,663 |
Net income (gross income less expenses) | 2018-12-31 | $-1,887 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,040,645 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,042,532 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $125,000 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $24,973 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $198,636 |
Expenses. Total of all expenses incurred | 2017-12-31 | $9,195 |
Benefits paid (including direct rollovers) | 2017-12-31 | $9,195 |
Total plan assets at end of year | 2017-12-31 | $1,042,532 |
Total plan assets at beginning of year | 2017-12-31 | $853,091 |
Value of fidelity bond covering the plan | 2017-12-31 | $40,000 |
Total contributions received or receivable from participants | 2017-12-31 | $49,615 |
Other income received | 2017-12-31 | $120,662 |
Net income (gross income less expenses) | 2017-12-31 | $189,441 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,042,532 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $853,091 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $125,000 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $28,359 |
2016 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $122,275 |
Expenses. Total of all expenses incurred | 2016-12-31 | $8,177 |
Benefits paid (including direct rollovers) | 2016-12-31 | $8,177 |
Total plan assets at end of year | 2016-12-31 | $853,091 |
Total plan assets at beginning of year | 2016-12-31 | $738,993 |
Value of fidelity bond covering the plan | 2016-12-31 | $40,000 |
Total contributions received or receivable from participants | 2016-12-31 | $43,034 |
Other income received | 2016-12-31 | $49,534 |
Net income (gross income less expenses) | 2016-12-31 | $114,098 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $853,091 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $738,993 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $75,000 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $29,707 |
2015 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $282 |
Total income from all sources | 2015-12-31 | $50,895 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $738,993 |
Total plan assets at beginning of year | 2015-12-31 | $688,380 |
Value of fidelity bond covering the plan | 2015-12-31 | $40,000 |
Total contributions received or receivable from participants | 2015-12-31 | $39,039 |
Other income received | 2015-12-31 | $-16,387 |
Net income (gross income less expenses) | 2015-12-31 | $50,895 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $738,993 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $688,098 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $75,000 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $28,243 |
2014 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $282 |
Total income from all sources | 2014-12-31 | $111,427 |
Expenses. Total of all expenses incurred | 2014-12-31 | $49,227 |
Benefits paid (including direct rollovers) | 2014-12-31 | $48,945 |
Total plan assets at end of year | 2014-12-31 | $688,380 |
Total plan assets at beginning of year | 2014-12-31 | $625,898 |
Value of fidelity bond covering the plan | 2014-12-31 | $40,000 |
Total contributions received or receivable from participants | 2014-12-31 | $46,298 |
Other income received | 2014-12-31 | $25,185 |
Net income (gross income less expenses) | 2014-12-31 | $62,200 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $688,098 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $625,898 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $75,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $39,944 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $282 |
2013 : HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $151,535 |
Expenses. Total of all expenses incurred | 2013-12-31 | $31,269 |
Benefits paid (including direct rollovers) | 2013-12-31 | $31,269 |
Total plan assets at end of year | 2013-12-31 | $625,898 |
Total plan assets at beginning of year | 2013-12-31 | $505,632 |
Value of fidelity bond covering the plan | 2013-12-31 | $40,000 |
Total contributions received or receivable from participants | 2013-12-31 | $38,081 |
Other income received | 2013-12-31 | $88,363 |
Net income (gross income less expenses) | 2013-12-31 | $120,266 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $625,898 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $505,632 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $75,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $25,091 |
2022: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HUSEMAN & ASSOCIATES, L.L.C. 401(K) RETIREMENT PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 432-80036 |
Policy instance | 1 |
Insurance contract or identification number | 432-80036 | Number of Individuals Covered | 12 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 432-80036 |
Policy instance | 1 |
Insurance contract or identification number | 432-80036 | Number of Individuals Covered | 11 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-808238 |
Policy instance | 1 |
Insurance contract or identification number | GA-808238 | Number of Individuals Covered | 11 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $606 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 606 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | Insurance broker organization code? | 5 |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-808238 |
Policy instance | 1 |
Insurance contract or identification number | GA-808238 | Number of Individuals Covered | 10 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $540 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 540 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | Insurance broker organization code? | 5 |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-808238 |
Policy instance | 1 |
Insurance contract or identification number | GA-808238 | Number of Individuals Covered | 10 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $357 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 357 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | Insurance broker organization code? | 5 |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-808238 |
Policy instance | 1 |
Insurance contract or identification number | GA-808238 | Number of Individuals Covered | 11 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $502 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 502 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | Insurance broker name | HUB INTERNATIONAL |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-808238 |
Policy instance | 1 |
Insurance contract or identification number | GA-808238 | Number of Individuals Covered | 11 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,940 | Total amount of fees paid to insurance company | USD $306 | Commission paid to Insurance Broker | USD $1,940 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 306 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | Insurance broker name | HUB INTERNATIONAL |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-808238 |
Policy instance | 1 |
Insurance contract or identification number | GA-808238 | Number of Individuals Covered | 11 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,597 | Total amount of fees paid to insurance company | USD $215 | Commission paid to Insurance Broker | USD $1,597 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 215 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | Insurance broker name | HUB INTERNATIONAL |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-808238 |
Policy instance | 1 |
Insurance contract or identification number | GA-808238 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,671 | Total amount of fees paid to insurance company | USD $0 | Commission paid to Insurance Broker | USD $1,671 | Insurance broker organization code? | 3 | Insurance broker name | CHASE INSURANCE AGENCY INC |
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